Semiconductor News & Analysis Feed
10070 articles
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Why Micron Is Still 'Pretty Cheap' Despite Its AI-Driven Run: Legato CIO Says This Is 'Not The Dot-Com Bubble'
Rishabh Mishra
Mon, June 8, 2026 at 8:01 AM PDT 5 min read
MU
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^GSPC
+0.53%
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Legato Financial Chief Investment Officer (CIO) Ryan Kelly argu
2026-06-08
www.quiverquant.com
2026-06-08
Quiver Quantitative
ASML Holding (ASML) is up 5.8% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to renewed optimism that ASML can ramp shipments of EUV lithography tools faster than investors had been modeling, alongside multiple bullish analyst price-target increases. The broader AI-driven semiconductor-capex narrative has also been supportive, especial
2026-06-08
www.quiverquant.com
2026-06-08
Quiver Quantitative
Applied Materials (AMAT) is up 6.8% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to renewed optimism around AI-driven semiconductor capital spending, reinforced by Applied Materials’ recently strong quarterly results and upbeat outlook. Another likely contributor is incremental bullishness from Wall Street research notes and price-tar
2026-06-08
www.semiconductor-today.com
2026-06-08
Semiconductor Today
At the PCIM Europe 2026 (Power Electronics, Intelligent Motion, Renewable Energy and Energy Management) Expo & Conference in Nuremberg, Germany (9–11 June), Fraunhofer Institute for Applied Solid State Physics IAF is presenting the latest developments in gallium nitride (GaN) power electronics.
The highlight is a demonstrator of a bidirectional, single-phase 800V DC off-board charging systems for
2026-06-08
247wallst.com
2026-06-08
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2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Nvidia Stock Will Trade at This Price in 2027
NVIDIA Blog / Press
Vandita Jadeja
Mon, June 8, 2026 at 7:27 AM PDT 4 min read
NVDA
+1.88%
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NVDA trades at just 26x forward earnings despite 85% revenue growth and $48.55B in free cash flow generated last quarter.
Jensen Huang's $91B Q2 revenue guidance and $119B in supply commitments confirm AI i
2026-06-08
www.tradingview.com
2026-06-08
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Should You Buy, Sell or Hold AMAT Stock After a 167% Rise in a Year?
Should You Buy, Sell or Hold AMAT Stock After a 167% Rise in a Year?
3 min read
AMAT
+8.17%
Applied Materials AMAT shares have climbed 166.8% in a year, surpassing the Zacks Electronics - Semiconductors industry and Zacks Computer and Technology sector’s return of 91.8% and 43.5%, respectively.
AMAT Past 12-Month
2026-06-08
www.zacks.com
2026-06-08
Zacks Investment Research
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2026-06-08
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2026-06-08
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2026-06-08
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2026-06-08
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2026-06-08
www.quiverquant.com
2026-06-08
Quiver Quantitative
Valuation Scrutiny: Market participants are closely examining ASML Holding's elevated price-to-earnings ratio amid questions over long-term earnings growth in the semiconductor equipment sector. Some highlight that recent analyst commentary questions whether current multiples align with projected demand slowdowns for advanced lithography tools.
Record High Context: Shares reached new peaks recent
2026-06-08
www.datacenterdynamics.com
2026-06-08
Data Center Dynamics
South Korean cloud provider Naver is to expand its fleet of Nvidia GPUs.
As part of a series of announcements centered on South Korea, Nvidia this week announced that Naver will be expanding its sovereign AI infrastructure, starting at 55MW, with plans to move to a gigawatt scale.
– Naver
The Korean cloud firm will be using Nvidia’s DSX platform to rapidly design, build, and scale full-stack AI
2026-06-08
news.google.com
2026-06-08
Data Centre Magazine
2026-06-08
letsdatascience.com
2026-06-08
Let's Data Science
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Nvidia GPU Demand Remains Strong as Blackwell Tightens
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June 8, 2026
7.2
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Photo: static.seekingalpha.com · rights & takedowns
Per Wedbush, Nvidia demand for `Grace Blackwell` GPUs is straining supply as memory tightens. `Grace Blackwell` GPUs have become more difficult to acquire, per Wedbush.
Scoring Rationale
High-demand Nvid
2026-06-08
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2026-06-08
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NEWSWIRE
SK Telecom plans to use Nvidia's DSX platform for its AI Cloud
By Fierce Network Newsroom Jun 8, 2026 9:41am
SK Telecom Nvidia artificial intelligence (AI) data centers
SK Telecom plans to build a gigawatt-scale AI Cloud
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Are Computer and Technology Stocks Lagging Applied Materials (AMAT) This Year?
Zacks Equity Research
Mon, June 8, 2026 at 6:40 AM PDT 2 min read
AMAT
+8.01%
ATEN
+0.33%
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For those looking to find strong Computer and Technology stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Applied Materials (AMAT) bee
2026-06-08
www.datacenterdynamics.com
2026-06-08
Data Center Dynamics
South Korean conglomerate LG is set to deploy Nvidia-based GPU hardware to support its AI efforts.
LG's in-development Paju facility
– LG Uplus
As part of a series of announcements around South Korea this week, Nvidia said it was partnering with LG Group to build an AI factory to “accelerate LG Group’s next wave of AI-driven businesses,” spanning robotics, autonomous driving, data center technol
2026-06-08
www.marketwatch.com
2026-06-08
MarketWatch
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2026-06-08
news.google.com
2026-06-08
Tom's Hardware
2026-06-08
tomshardware.com
2026-06-08
Luke James
ASML has confirmed that a group of disgruntled workers is pushing back hard against an invitation for Elon Musk to address the equipment maker’s closed annual tech conference.